Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
- Analyst Ratings
Upturn AI SWOT - About
Alvarium Tiedemann Holdings Inc. (ALTI)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
04/01/2025: ALTI (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -51.25% | Avg. Invested days 18 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 449.48M USD | Price to earnings Ratio - | 1Y Target Price 9 |
Price to earnings Ratio - | 1Y Target Price 9 | ||
Volume (30-day avg) 135083 | Beta 0.73 | 52 Weeks Range 2.33 - 5.45 | Updated Date 04/2/2025 |
52 Weeks Range 2.33 - 5.45 | Updated Date 04/2/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -1.29 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Revenue by Geography
Earnings Date
Report Date 2025-03-14 | When - | Estimate 0.02 | Actual -0.1769 |
Profitability
Profit Margin -49.79% | Operating Margin (TTM) -64.55% |
Management Effectiveness
Return on Assets (TTM) -3.84% | Return on Equity (TTM) -19.89% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 604903126 | Price to Sales(TTM) 2.17 |
Enterprise Value 604903126 | Price to Sales(TTM) 2.17 | ||
Enterprise Value to Revenue 2.92 | Enterprise Value to EBITDA -360.2 | Shares Outstanding 96100000 | Shares Floating 40488869 |
Shares Outstanding 96100000 | Shares Floating 40488869 | ||
Percent Insiders 60.1 | Percent Institutions 10.84 |
Analyst Ratings
Rating 5 | Target Price 9 | Buy - | Strong Buy 1 |
Buy - | Strong Buy 1 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Alvarium Tiedemann Holdings Inc.
Company Overview
History and Background
Alvarium Tiedemann Holdings Inc. was formed through the combination of Alvarium Investments, Tiedemann Group, and Cartesian Growth Corporation, completing the business combination in January 2023. The company aimed to create a global multi-family office providing wealth management and investment solutions.
Core Business Areas
- Wealth Management: Provides wealth planning, trust administration, and family office services to high-net-worth individuals and families.
- Investment Management: Offers investment strategies across various asset classes, including equities, fixed income, and alternative investments.
- Investment Banking: The financial advisory practice providing strategic and financial advice to a global client base of ultra high net worth families.
Leadership and Structure
The leadership team includes Michael Tiedemann (CEO) and Craig Smith (President). The company operates with a global organizational structure, integrating the capabilities of the previously separate entities.
Top Products and Market Share
Key Offerings
- Wealth Planning Services: Comprehensive wealth planning services tailored to individual client needs. Market share data is not explicitly available, but competes with firms like Goldman Sachs and Morgan Stanley. Revenue data is not publicly disaggregated for this specific offering.
- Investment Advisory Services: Customized investment advisory services across a range of asset classes. Market share data is not explicitly available, but competes with firms like BlackRock and Vanguard. Revenue data is not publicly disaggregated for this specific offering.
- Family Office Services: Comprehensive family office solutions, this segment provides wealth management and investment services that are exclusive to family firms and high net worth families. Market share data is not explicitly available, but competes with firms like Bessemer Trust and Northern Trust. Revenue data is not publicly disaggregated for this specific offering.
Market Dynamics
Industry Overview
The wealth management industry is experiencing growth due to increasing global wealth and demand for sophisticated financial planning services. Competition is intensifying, with firms focusing on personalization and digital solutions.
Positioning
Alvarium Tiedemann aims to be a global leader in wealth management, focusing on high-net-worth individuals and families. It positions itself as a provider of personalized, integrated services with a global reach.
Total Addressable Market (TAM)
The global wealth management market is estimated to be in the trillions of dollars. Alvarium Tiedemann is positioned to capture a share of this market through its integrated service offerings and global presence.
Upturn SWOT Analysis
Strengths
- Global presence
- Integrated service offerings
- Experienced leadership team
- Strong focus on high-net-worth clients
Weaknesses
- Relatively new public company with short financial track record
- Integration risks from the merger of multiple entities
- Dependence on key personnel
- Limited brand recognition compared to larger competitors
Opportunities
- Expanding into new geographic markets
- Acquiring smaller wealth management firms
- Developing new investment products and services
- Leveraging technology to enhance client experience
Threats
- Economic downturn impacting asset values
- Increased competition from larger wealth management firms
- Regulatory changes affecting the wealth management industry
- Loss of key personnel
Competitors and Market Share
Key Competitors
- Goldman Sachs (GS)
- Morgan Stanley (MS)
- BlackRock (BLK)
- Vanguard (Private)
Competitive Landscape
Alvarium Tiedemann faces competition from larger, more established wealth management firms. Its competitive advantage lies in its integrated service offerings and global reach, but it needs to build brand recognition and scale to compete effectively.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth is difficult to assess due to the recent merger.
Future Projections: Future growth projections are dependent on the company's ability to successfully integrate the merged entities and execute its strategic plan.
Recent Initiatives: Recent initiatives include integrating the various business units, expanding its global reach, and enhancing its technology platform.
Summary
Alvarium Tiedemann is a recently merged entity aiming to provide comprehensive wealth management services globally. While it possesses strengths like global presence and integrated offerings, it faces challenges related to integration, brand recognition, and competition. The company's success hinges on its ability to execute its strategic plan and leverage its unique positioning to capture market share. Investors should carefully evaluate the company's short track record and integration progress.
Similar Companies
BLK
BlackRock Inc
BLK
BlackRock Inc
GS
Goldman Sachs Group Inc
GS
Goldman Sachs Group Inc
MS
Morgan Stanley
MS
Morgan Stanley
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Market Research Reports
- Financial News Outlets
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual research and consultation with a qualified financial advisor. Market share data is estimated based on available information and may not be precise.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Alvarium Tiedemann Holdings Inc.
Exchange NASDAQ | Headquaters New York, NY, United States | ||
IPO Launch date 2023-01-03 | CEO & Director Mr. Michael Glenn Tiedemann | ||
Sector Financial Services | Industry Asset Management | Full time employees 430 | Website https://alti-global.com |
Full time employees 430 | Website https://alti-global.com | ||
AlTi Global, Inc. provides wealth and asset management services in the United States, the United Kingdom, and internationally. It operates in two segments, Wealth & Capital Solutions and International Real Estate. The company offers discretionary investment management and non-discretionary investment advisory services. Its trust services include creating or modifying trust instruments and acting as fiduciary. In addition, the company offers family office and administrative services comprising bookkeeping and back office, private foundation management and grant making, oversight of trust administration, financial tracking and reporting, cash flow management and bill pay, and other financial services, as well as clients estate and wealth planning, family governance and education, and philanthropic and strategic services. Further, it provides ancillary fund management services, such as sales and marketing services, which include centralized marketing, strategic positioning, product development, sales planning and execution, investor relations, materials oversight, sales channel, and branding. Additionally, the company offers international real estate services that comprise real estate co-investment and real estate fund management services; and alternatives platform, which assists money managers in building their fund management businesses. The company was formerly known as Alvarium Tiedemann Holdings, Inc. and changed its name to AlTi Global, Inc. in April 2023. The company is based in New York, New York.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.